Skip to content
Disclosery

EXENCIAL WEALTH ADVISORS, LLC: AJG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EXENCIAL WEALTH ADVISORS, LLC on AJG, newest first. How the timeline and the estimate are built.

EXENCIAL WEALTH ADVISORS, LLC held 44,982 AJG shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 44,982 shares
    Change vs previous 13F -2,500 shares

    0.3% of the 13F portfolio, value $9,742,192.

    13F-HR 0001576151-26-000006 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 47,482 shares
    Change vs previous 13F +14,469 shares

    0.39% of the 13F portfolio, value $12,287,885.

    13F-HR 0001576151-26-000003 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 33,013 shares
    Change vs previous 13F -1,072 shares

    0.33% of the 13F portfolio, value $10,225,376.

    13F-HR 0001576151-25-000022 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 34,085 shares
    Change vs previous 13F -40,690 shares

    0.38% of the 13F portfolio, value $10,911,273.

    13F-HR 0001576151-25-000014 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 74,775 shares
    Change vs previous 13F -203 shares

    0.96% of the 13F portfolio, value $25,815,489.

    13F-HR 0001576151-25-000010 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 74,978 shares
    Change vs previous 13F -1,264 shares

    0.78% of the 13F portfolio, value $21,282,643.

    13F-HR 0001576151-25-000004 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 76,242 shares
    Change vs previous 13F -366 shares

    0.77% of the 13F portfolio, value $21,452,193.

    13F-HR 0001576151-24-000009 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 76,608 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $19,865,279.

    13F-HR 0001576151-24-000005 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).